Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WOPEY (Woodside Energy Group Ltd) | NA | 50.45% | 4.09% | 4.47% | 0.81% | 1.22% | 10.35% | … | … |
Data as of 08/02/2022, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOPEY (Woodside Energy Group Ltd) | 11/19/1996 | 08/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.67 | 50.45 | 4.09 | 4.47 | 0.81 | 1.22 | 10.35 | … | … | 57.48 | -6.52 | -27.29 | 8.73 | -14.10 | 14.65 | 7.26 | -32.31 | -10.94 | -2.85 | 13.82 | -27.72 | 2.94 | 61.07 | -41.26 | 47.44 | 4.85 | 83.17 | 40.62 | 64.71 | -1.45 | -13.75 | 10.34 | 70.59 | -38.32 | -4.34 | 5.25 |
| Sharpe Ratio | NA | 1.41 | 0.12 | 0.12 | 0.02 | NA | NA | … | … | 2.65 | -0.20 | -0.44 | 0.35 | -0.63 | 0.76 | 0.21 | -0.90 | -0.51 | -0.13 | 0.48 | -0.68 | 0.08 | 1.09 | -0.50 | 1.13 | 0.05 | 2.61 | 1.35 | 1.85 | -0.07 | -0.36 | 0.13 | 1.37 | -0.65 | -0.18 | 1.83 |
| Standard Deviation(%) | NA | 41.18 | 45.94 | 38.22 | 33.17 | NA | NA | … | … | 44.70 | 32.18 | 62.86 | 20.95 | 24.43 | 18.61 | 33.41 | 35.83 | 21.34 | 22.32 | 29.07 | 40.77 | 35.54 | 56.04 | 83.93 | 39.36 | 33.96 | 31.04 | 29.32 | 34.57 | 36.48 | 44.94 | 49.33 | 49.24 | 63.80 | 43.69 | 30.03 |
| Draw Down(%) | NA | 21.43 | 63.84 | 66.03 | 71.15 | NA | NA | … | … | 21.43 | 34.28 | 64.79 | 22.64 | 26.13 | 12.88 | 16.66 | 38.62 | 31.88 | 21.73 | 25.80 | 43.79 | 27.63 | 28.70 | 74.81 | 25.93 | 27.90 | 18.25 | 15.93 | 18.49 | 20.50 | 29.89 | 31.25 | 25.81 | 43.10 | 31.54 | 10.34 |
| Yield(%) | 0.00 | 8.36 | 3.82 | 4.48 | 3.82 | 3.43 | 14.90 | … | … | 6.58 | 2.39 | 3.34 | 5.85 | 4.77 | 4.32 | 3.65 | 6.83 | 6.30 | 5.84 | 3.69 | 2.53 | 2.74 | 2.99 | 2.65 | 3.36 | 2.70 | 3.18 | 3.48 | 5.59 | 5.11 | 1.63 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/02/2022, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOPEY (Woodside Energy Group Ltd) |
-19.22%
Mar 2017 – Mar 2020 |
-12.62%
May 2011 – May 2016 |
-8.36%
Mar 2010 – Mar 2020 |
-1.37%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOPEY (Woodside Energy Group Ltd) |
76.38%
Jan 2003 – Jan 2006 |
57.19%
Feb 2003 – Feb 2008 |
32.68%
Jun 1998 – Jun 2008 |
18.37%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison Chart